Aaron Henry is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked at firms including BMO, Wells Fargo Bank, Union Bank, Merrill, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives and utilizes various advisory platforms and tools to support client strategies.

Edwin Sanchez is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including the use of economic models and simulations, to support its advisory services.

Alexander Arensburger is a Planning Consultant at Fidelity Investments, where he has been working since 2026. He specializes in developing customized financial plans for clients in the Pasadena area, focusing on strategies that align with individual goals. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and was the Director of Financial Planning at Osaic from 2022 to 2025. Alexander holds a California Insurance License. Outside of his professional work, he enjoys running and surfing.

Ronald Sosa is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Lenox Advisors, Inc., MassMutual Life Insurance Co, and MML Investors Services, LLC. Outside of advising, he is also an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that utilize firm-approved tools to analyze client goals and deliver written recommendations.

William Tung is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Cetera since 2018. Prior to that, he was employed by U.S. Bancorp Investments and U.S. Bank. Tung also serves as a program manager for East West Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and oversees over $256 billion in assets under management.

Hong Taing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2005 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Strauss Cooperstein is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022, with prior experience at UBS, WI Harper, and Tencent Cloud. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations.

Deirdre Hilario is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 18 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a corporate secretary and incorporator of a family-owned waxing salon business, Lay Bare, though she is not involved in its daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gregory Alle is a Financial Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He provides personalized financial advice and guidance, focusing on helping clients achieve their short and long-term financial objectives. His expertise includes college education planning, retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Alle earned a Bachelor of Arts in Business Management Economics from the University of California at Santa Cruz. His career in financial services encompasses experience in wire operations, cashier services, and roles supporting high-net-worth clients. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, he has emphasized crafting custom financial plans tailored to his clients' needs and goals. Outside of his professional work, Gregory Alle is involved with the Sierra Madre Community Foundation and the Sierra Madre Rotary Club. He enjoys hiking, running, and playing tennis.

Jessie Chen is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc., Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Mary Rilloraza is a financial advisor with Primerica Advisors in Glendora, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure.

Antonio Caballero is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Cetera and Foresters Financial Services. Caballero previously worked at Regents Capital Corporation before joining Cetera. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with discretionary and non-discretionary account options.

Alberto Alvarez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Glendale, CA. He has been with Ameriprise and its related entities since 2005. Alvarez serves on the board of the Los Angeles Mission College Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Sandra Caluya is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been associated with Cetera and its affiliated entities since 2013, with prior experience at firms including D.A. Davidson & Co. Cetera Investment Advisers LLC serves individual and institutional clients nationwide, offering a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

Stephen Boyle is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2025, he worked at CUSO Financial Service, LP and Wescom Financial Services, LLC, each for six years, and The Capital Group for three years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ting Zhang is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Zhang worked eight years at Hubei Changli Industrial Development Co., Ltd. in China. Zhang holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kerry Moy is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Western International Securities, Morgan Stanley, and Merrill. Moy is also involved in private investment-related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Kardia Pinckney is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2004. Pinckney also serves as President of Ideal Youth Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Jenny Ngo is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Ngo serves as Treasurer for Arcadia Toastmasters, a social and recreational organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to assist clients in developing tailored financial plans.

Trevor Johnson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cetera and Technology Credit Union. Outside of his advisory role, he serves as a co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad range of financial activities.